Instinct Verification

Often in financial services, conversations jump from a white board to a request for action in a matter of hours. We can’t help but wonder which relevant wealth points were skipped. That’s why we developed a process called Instinct Verification. We create a broad and thorough snapshot of your current situation in three essential realms: numerical, operational and relational. Perhaps for the first time, you’ll see both your documented goals and the current trajectory of outcomes. You’ll see the potential impact of keeping the status quo, and how to mitigate risks that threaten your stated objectives.

Next we stress test the plan. White boards are great for strategic thinking but they don’t illustrate the inherent interconnected nature of planning. We utilize our proprietary IV™ technology to show real-time numerical integration of literally every asset. While most plans are built on good things happening, entrepreneurs crave a clear picture of worst-case scenarios. With our proprietary IV™ technology you can address the possible what-if scenarios and immediately see many of the effects in other areas.

Securities offered through Kestra Investment Services, Member FINRA/SIPC (Kestra IS). Investment advisory services may be offered through Kestra Advisory Services (Kestra AS), an affiliate of Kestra IS. WealthPoint, LLC is a member firm of PartnersFinancial. Kestra IS and Kestra AS are not affiliated with WealthPoint, LLC or PartnersFinancial. Not all products and services referenced on this site are available in every state or through every representative listed. For additional information please contact Kestra IS compliance at 737-443-2483. Kestra IS and Kestra AS are not Certified Public Accounting firms.
Check the background of this Firm and/or investment professional on FINRA's BrokerCheck. Social Media Disclosure link here. WealthPoint, LLC is independently owned and operated. WealthPoint, LLC and its agents are presently licensed to sell traditional life insurance in AZ, CA, CO, IL, IN, KS, MA, MD, MI, MO, MN, NC, NM, NV, NY, OR, RI, TX, VA, WA. Insurance services are limited to residents of the above listed states. Information relating to securities is intended for use by individuals residing in AZ, CA, CO, NM, and NY only. This site is not intended as an offer to sell securities, which may be done only after proper delivery of a prospectus and a client suitability review.
The following trademarks are owned by WealthPoint, LLC; WealthPoint®, Know your story.™, Still Wisdom™, Instinct Verification™, The Pulse of Progress™, IV™, Singular Story™.